Chad Jones

CFP®
Financial Advisor
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Chad Jones

CFP®
Financial Advisor

We are a team of teams, not a corporate group of individuals

Chad is a former U.S. Army officer, retiring as a Major from active duty. During his service, Chad earned a Bachelor’s Degree in Business from the College of Charleston, as well as an MBA.

During his 20 years of service, Chad acted as a Finance and Accounting Officer to U.S. forces in Saudi Arabia and held Company Command during Operation Iraqi Freedom. He is a recipient of the Bronze Star Medal, the Meritorious Service Medal and multiple Army Commendation Medals.

An Oklahoma native, Chad and his family live in Lakeland and are members of Citrus Point Church in Tampa. He is the middle school lead for his church and serves as a board member for Cornerstone Hospice.

Chad joined Allen & Company in 2012 with several years of financial services experience. He takes a holistic approach to every solution and strategy. Chad is a CERTIFIED FINANCIAL PLANNER and holds Series 7 and 66 licenses, as well as Life, Health and Variable Annuities.

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